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Portfolio (Quarterly) Guide ↗

Operose Advisors LLC

· CIK 0001909750
13F Portfolio $431M AUM 593 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 195 New 152 Added 69 Reduced 74 Exited
Page 26 of 30  ·  593 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 FENY Fidelity MSCI Energy ETF 50.0 $2K NEW $34.02 -13.6%
502 VICI VICI Properties Inc Real Estate 61.0 $2K NEW $27.33 -3.9%
503 WDC Western Digital Corp Technology 6.0 $2K NEW $270.50 +121.2%
504 HPE Hewlett Packard Enterprise Co Technology 68.0 $2K NEW $23.81 +84.6%
505 EZM WisdomTree U.S. MidCap Earnings ETF 24.0 $2K $67.25 +11.9%
506 SHW Sherwin-Williams Co Basic Materials 5.0 $2K NEW $320.60 +7.9%
507 RNG RingCentral Inc Technology 43.0 $2K NEW $37.19 +10.2%
508 XMMO Invesco S&P MidCap Momentum ETF 11.0 $2K NEW $145.00 +14.5%
509 EES WisdomTree US SmallCap Earnings ETF 27.0 $2K $58.00 +17.7%
510 FMAT Fidelity MSCI Materials ETF 27.0 $2K NEW $57.63 +1.5%
511 EXEL Exelixis Inc Healthcare 36.0 $2K NEW $42.89 +25.8%
512 FDL First Trust Morningstar Div Leaders ETF 30.0 $2K $50.80 -3.7%
513 ROST Ross Stores Inc Consumer Cyclical 7.0 $2K NEW $216.57 -2.2%
514 LPLA LPL Financial Holdings Inc Financial Services 5.0 $2K NEW $300.80 -2.5%
515 Yandex NV 63.0 $1K $23.75
516 Ingram Micro Holding Corp 64.0 $1K NEW $23.31
517 SEIC SEI Investments Co Financial Services 19.0 $1K NEW $78.47 +14.8%
518 BIIB Biogen Inc Healthcare 8.0 $1K NEW $183.38 +14.4%
519 CRUS Cirrus Logic Inc Technology 10.0 $1K NEW $144.60 +1.3%
520 SMITHFIELD FOODS ORD 51.0 $1K NEW $27.96
Page 26 of 30  ·  593 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.5%
Financial Services 18.3%
Communication Services 12.7%
Consumer Cyclical 10.2%
Healthcare 8.6%
Industrials 8.3%
Energy 4.0%
Consumer Defensive 1.6%
Utilities 1.4%
Basic Materials 0.2%